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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $437,811 | $202,345+116.4% | $172,755+153.4% | $152,885+186.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.20% | 1029.77%-1017.6pp | 802.94%-790.7pp | 345.39%-333.2pp |
| Employer contribution / active EE | $7,500 | $5,858+28.0% | $5,144+45.8% | $4,763+57.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,413 | $17,111-21.6% | $13,955-3.9% | $11,598+15.6% |